Instuitional Investor - Cypress Financial Planning Llc

Fund Profile
Filing Period:
Fund Name: Cypress Financial Planning Llc
Portfolio Value $328,058,837
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Scottsdale Funds
428,989 $36,082,254 11%
2. IEF 50,816 $34,010,987 10.37%
3.
Vanguard Scottsdale Funds
460,231 $27,627,646 8.42%
4.
Vanguard Scottsdale Funds
340,579 $27,222,494 8.3%
5.
Vanguard Tax-Managed Fds
452,539 $27,116,144 8.27%